Lucas Group Financial Planners, Inc.
● SEC registered since 2018CRD 130163SEC# 801-112737Sacramento, CA
Reg. AUM
$456.5M
Employees
6
Accounts
1,444
Location
Sacramento, CA
Lucas Group Financial Planners, Inc. assets under management
Lucas Group Financial Planners, Inc. is a registered investment adviser overseen by the SEC based in Sacramento, CA. The firm has been registered since 2018. It reports $456.5 million in regulatory assets under management and employs 6 people.
Lucas Group Financial Planners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Maguire Page Control | Shareholder | Over 75% | 2016 |
| Matthew Maguire Page Control | Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Lucas Group Financial Planners, Inc. manage?
Lucas Group Financial Planners, Inc. reports $456.5 million in regulatory assets under management on its Form ADV.
How many employees does Lucas Group Financial Planners, Inc. have?
Lucas Group Financial Planners, Inc. reports 6 employees.
Where is Lucas Group Financial Planners, Inc. located?
Lucas Group Financial Planners, Inc. is based in Sacramento, CA and has been SEC-registered since 2018.
Does Lucas Group Financial Planners, Inc. disclose fund performance?
Lucas Group Financial Planners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1545 River Park Drive,, Suite 401, Sacramento, CA 95815 |
| Phone | 916-921-9220 |
| Fax | 916-921-2625 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$456.5M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$456.5Mregulatory AUM
Discretionary $424.7MNon-discretionary $31.8M